AmyC
Expert Alumni

After you file

You are filing the 2022 with the claim of right repayment. We follow the rules from IRS Repayment over $3,000. To do this in TurboTax, follow the steps in What is a claim of right repayment?

 

Then you are looking for the excess Social Security and Medicare tax withheld in 2021. The first step is to ask the employer. If they will refund the money, that saves a lot of trouble. If the employer wont refund your money, you must file Form 843.  To get a refund for the excess withholding, fill out IRS Form 843: Claim for Refund and Request for Abatement according to the Form 843 Instructions and mail it in separately. Make a copy to keep with your tax return paperwork. 

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